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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,060 | $157,304-81.5% | $141,197-79.4% | $152,909-81.0% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.5%-13.2pp |
| Annual return | 13.73% | 64.34%-50.6pp | 71.41%-57.7pp | 345.46%-331.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,752 | $7,111-75.4% | $6,710-73.9% | $5,851-70.1% |
| Admin fee / account holder | $4,601 | $12,126-62.1% | $10,265-55.2% | $11,601-60.3% |